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Reilly Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Reilly Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-300
Closed -$2K – 953
2016
Q1 		$2K Hold
300
– – ﹤0.01% 1079
2015
Q4 		$2K Buy
+300
New +$2.47K ﹤0.01% 1081

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM

Reilly Financial Advisors's SCHB Position: Q4 2021 in Review

Reilly Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q4 2021 at 13,974 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #185.

Reilly Financial Advisors first reported a position in SCHB in Q2 2015 and has held it in 25 quarters since. The position peaked at $306K in Q3 2019. 895 funds tracked by Wall St. Rank hold SCHB as of Q4 2021.

  • Reilly Financial Advisors held 13,974 shares of Schwab US Broad Market ETF worth $263K as of Q4 2021.
  • Reilly Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q4 2021.
  • Schwab US Broad Market ETF made up 0.02% of Reilly Financial Advisors's portfolio in Q4 2021, its #185 holding.
  • Reilly Financial Advisors first reported a position in Schwab US Broad Market ETF in Q2 2015 and has held it in 25 quarters since.
  • Reilly Financial Advisors's Schwab US Broad Market ETF position peaked at $306K in Q3 2019.
  • 895 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.